Raymond Brandon is a CFA, CFP, ChFC-designated registered investment advisor at Silver Oak Securities, INC., based in Memphis, TN, with 42 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
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Number of Clients
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Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
5101 Wheelis Rd #112, Memphis, TN, 38177
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Raymond is the president and CEO of Brandon Financial Planning, Inc., a registered investment advisor. This branch office location takes about 10-20% of his time.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Brandon Financial Planning, INC.
Previous Registrations
Brandon Investments, INC.Broker
The Columbian Securities CorporationBroker
State Registrations13 states
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